Job Purpose/Summary:

Functions as leader of an audit team performing GAAS audits on non-profit organizations and closely-held small businesses.  Responsibilities include training employees, planning, assigning, and directing work, appraising performance, addressing complaints and resolving problems.


Essential Job Duties:

  • Manage engagements and special assignments with the added complexity of supervising a number of engagements simultaneously. This includes:

    • Oversight of the audit team and assignments

    • Engagement communication, development of documents, review of work papers, and preparation of client deliverable documents.

  • Stays abreast of current business and economic developments relevant to the firm’s industries.

  • Utilizes technology and tools to continually learn and innovate; shares knowledge with team members to enhance the delivery of services. Seeks, develops and presents ideas to apply services and bring added value to clients.

  • Be a productive audit team member, handling complex audit engagements so that clients receive excellent, timely service.

  • Establishes and maintains client relationships, maintaining a balance of objectivity, transparency, and integrity. Act respectfully and consistent with client values.

  • Begin efforts to generate new business opportunities to the firm and be involved in community activities for the purposes of business development and cross-selling the firm's services.

  • Understand the firm and its services and actively assesses and presents ways to apply knowledge and services. 

  • Develop long-term relationships and networks both internally and externally.

  • Works with clients to schedule audits and reviews. 

  • Plans and assigns personnel to perform the audits and reviews.

  • Supervises the audit/review staff and reviews their work before submitting it to a partner for signature.

  • Demonstrate integration of firm mission, vision and values in day-to-day behavior and actions

  • Perform other duties as assigned or required



  • Bachelor's degree in accounting or a related finance degree

  • 7+ years of related audit or applicable business experience (experience in public accounting is preferred)

  • A CPA license is required

Required Skills:

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. 

  • Ability to write reports, business correspondence, and procedure manuals.

  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.  Ability to apply concepts of basic algebra and geometry.

  • Ability to define problems, collect data, establish facts, and draw valid conclusions.

  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.


Desired Skills:

  • In depth knowledge of Microsoft, QuickBooks, and other firm software

  • Self-starter with ability to multitask and complete assignments within deadline constraints

  • Comfortable in a fast paced environment that requires flexibility and responsiveness

  • Strong analytical, interpersonal, oral and written communication skills

  • Ability to learn new systems and process information quickly

  • Organization skills with attention to detail
  • Dedication to superior client service
  • Ability to manage projects and train staff


Job Specifications:

  • Local travel

  • Flexibility to work weekends and extended hours during peak busy seasons